Setting up the Knak<>Pardot integration is easy. And it's powerful. It allows you to push emails & landing pages from Knak into Pardot as Layout Templates at the push of a button.
Note: You'll need Pardot admin access to complete this setup.
Setting up a connected app in Pardot
In the top right corner, select the Gear Icon > Setup.
In the settings search bar search for and select App Manager.
Select New Connected App.
Add a name for your connected app (i.e. Knak Integration).
Add contact details of the owner of the connected app.
Check the Enable OAuth Flows box in the API section.
Enter https://enterprise.knak.io/account/integrations/pardot/authorize as the Callback URL.
Under Selected OAuth Scopes, add the Manage Pardot services and Perform requests at any time scope which gives the app the ability to access and authenticate to Pardot.
Click Require Secret for Web Server Flow.
If shown, ensure “Require Proof Key for Code Exchange (PKCE) Extension for Supported Authorization Flows” is not checked.
Click Save.
Required information to create the integration
Connected App Consumer Key
Connected App Consumer Secret
Business Unit (BU) IDs
Salesforce User Credentials with Pardot login rights
Salesforce Instance URL
To find the Consumer Key & Secret, follow these steps:
In the top right corner, select the Gear Icon > Setup.
In the settings search bar search for and select App Manager.
Find your connected app and select View.
Copy your Consumer Key.
Click Click to reveal to show your Consumer Secret and copy it.
To find the Pardot Business Unit, follow these steps:
Go to the Gear Icon > Setup.
In the left hand menu, under Account Engagement, click on Business Unit Setup.
Find and record the business unit ID(s) for the Pardot instance you are integrating with Knak. The business unit ID should contain 18 characters.
To find the Pardot Instance URL, follow these steps:
While logged into Pardot, click your avatar in the top, right corner.
Record the URL above Settings and Log Out.
Create the integration in Knak
Open Knak Builder and navigate to Admin (top left button).
Navigate to Integrations > Platforms > + Add New Integration, then select Pardot.
Enter the Client ID (Consumer Key), Client Secret (Consumer Secret), Business Unit ID and Instance URL information that you gathered in a previous step, then click Authorize & Save.
Login to Pardot with your username and password
Upon successful authentication, you will be redirected to Knak and should see a green box with the message We have received authorization from Pardot. You may continue.
Note: If you see an error message, use the information in the message to fix the error and re-attempt authentication.
Congratulations! You have successfully set up a Pardot integration and will be able to sync emails and landing pages to your Pardot instance.
Managing your integration
Now that your integration is set up, you can view its configuration, edit it, or delete it from the "My Platform Connection" list on the Integrations page.
If you need to connect a new integration – or re-add a previously deleted one – you can do so by scrolling down to the "All Platforms" section and clicking Connect or Add Another Connection on the relevant platform tile.
Sync Walkthrough
Program Search at Sync
Once your Knak asset is ready to sync to Pardot, you are able to find your desired sync location either by navigating your Pardot folder tree or searching for the desired program using its name.
Troubleshooting
If you are getting errors authorizing Pardot, please double-check the following:
The user is a Pardot Admin
The user who is setting up the integration is a user in the Business Unit
When the integration is being connected to the same instance of salesforce as another Knak Integration, set up a separate connection for each business unit, with a different API user for each BU
Need more help? Contact Support via live chat within Knak using the chat bubble in the bottom right corner or email support@knak.com.
References